Nicholas Carter is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and New York Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kristen Winter is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with several organizations, including WealthWave and World Financial Group, and owns a travel blog and social media content business called Renegade Winters. Additionally, she serves as a referral agent for NetLaw, Inc., providing online estate planning documents. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering investment advisory and brokerage services through a large network of advisors. The firm employs model portfolios and third-party managers for portfolio management and operates an integrated retirement plan ecosystem with affiliated entities.

Melinda Lewis is a financial advisor with VOYA Financial Advisors, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with VOYA Financial Advisors since 2014 and leads the Lewis Stefani Group since 2015. Outside of her advisory work, Lewis serves as vice president of the Christmas for Kids Foundation, a nonprofit providing clothing for underprivileged children. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven sleeves, delivering both discretionary and predominantly non-discretionary investment guidance through various advisory programs.

Addison Ni is a financial advisor at Mariner in Portland, OR, holding a Series 65 credential with two years of industry experience. Prior to joining Mariner, Ni worked at Northern Trust and Northwestern Mutual. Outside of finance, Ni has experience in the hospitality and restaurant industries. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Matt Roehr is a CFA® charterholder with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously spent 26 years at Northwest Investment Counselors LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Cassie Blazevski is a financial advisor at OSAIC Advisory Services, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of her advisory role, she is an agent with Diamond Financial Partners, focusing on the sale and service of life and health insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Jason Hamilton is a financial advisor with Transamerica Financial Advisors in Portland, OR, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at WealthWave and WFV LLC, and he currently serves as an independent contractor providing online estate planning referral services. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Joy Mc Murchy is a financial advisor at Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. She has been with Transamerica since 2026 and has a background including roles at InheritGuard, Insurance Solutions for Affiliated Agents LLC, and Eagle Business Consulting. Outside of advising, she has experience as a notary and involvement with several businesses such as The Wealth Wave and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse clientele ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models. The firm manages approximately $1.66 billion in discretionary assets and operates uniquely as both a registered broker-dealer and RIA with affiliated retirement and recordkeeping services.

Michelle Garcia is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and 15 years of industry experience. She previously worked at Northwest Investment Counselors, LLC for 11 years. Outside of her advisory role, she serves as an assistant girls' golf coach at Riverdale High School in Portland, Oregon. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

Jeani Winterbourne is a financial advisor at Steward Partners Investment Advisory, LLC with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with various Steward Partners entities since 2009. Outside of her advisory work, Winterbourne owns and operates a quilting service and works as a health coach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Richard Westbrook is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has five years of industry experience. Prior to joining D.A. Davidson, he worked at RedTail Golf Center for seven years. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Dustin Hume is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, equity research, and comprehensive financial planning, and distinguishes itself by participating in municipal advisory and underwriting activities.

George Kurosawa is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBanc Capital Markets Inc. and Fisher Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Thomas Delaney is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has previously worked with firms including Financial Advocates Investment Management, LPL Financial, and Waddell & Reed. Delaney is involved with Bedford Management LLC, a non-investment-related business entity established for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm utilizes a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Calvin Sumner is a financial advisor at Osaic Advisory Services, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Arbor Point Advisors, Securities America, and Kms Financial Services, as well as managing Sumner Financial Group since 1978. In addition to his advisory work, he manages Sumner Consulting LLC, which provides financial and retirement services, and is involved in selling life and health insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing proprietary tools and third-party platforms.

Grace Ong is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. She has 14 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to her advisory role, she is a Medicare and health insurance agent at Senior Advocate Services, offering Medicare Supplemental and Advantage plans. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting a range of discretionary and non-discretionary investment programs.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Angela Secolo is a CFP® professional with 27 years of experience in the financial services industry. She has been with VOYA Financial Advisors, Inc. since 2014. Outside of her advisory role, she serves as Treasurer for Friends of Netarts Bay WEBS, a nonprofit focused on environmental stewardship and community education. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment options.

Reece Betcher is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at TIAA-CREF, Charles Schwab Bank, and Edward Jones. Mercer Global Advisors serves individuals, families, and a range of institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified portfolios with multi-factor tilts, and offers a variety of investment programs and client education initiatives.